Calvert Social Index Additions

8/20/2014

August 20, 2014// BETHESDA, MD// — Calvert’s Sustainability Research Department has submitted the following recommendation regarding companies that are newly eligible to join the universe from which the 2014 Calvert Social Index® will be constructed. If approved, the following recommendations will be effective when the Calvert Social Index Committee convenes its quarterly meeting in September 2014 to conclude the annual reconstitution process for the Calvert Social Index.

ADDITIONS

The following companies have recently been reviewed and meet the Index’s sustainability standards:

Calvert, a leader in sustainable and responsible investing, has created the Calvert Social Index, a broad-based, rigorously constructed benchmark for measuring the performance of US-based sustainable and responsible companies.

Calvert starts by taking the 1,000 largest companies in the US, based on total market capitalization, included in the Dow Jones Total Market Index (the “Dow Jones TMI”). The Dow Jones TMI represents the top 95% of U.S. companies based on float-adjusted market capitalization, excluding the very smallest and least-liquid stocks. Calvert’s Sustainability Research Department then analyzes each company. A sustainability audit is conducted in the following areas: governance and ethics; environment; workplace; product safety and impact; community relations; international operations and human rights; and indigenous peoples’ rights. The stocks that meet Calvert’s sustainable and responsible criteria make up the Calvert Social Index.

Get Information and Resources

For more information on any Calvert fund, please contact Calvert at 800.368.2748 for a free summary prospectus and/or prospectus. An investor should consider the investment objectives, risks, charges, and expenses of an investment carefully before investing. The summary prospectus and prospectus contain this and other information. Read them carefully before you invest or send money.